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iShares S&P 500 Value Index shares owned by Integer Wealth Advisors Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Integer Wealth Advisors Group from 13F filings

Historical chart of Integer Wealth Advisors Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Integer Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Integer Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2021-03-31 $8.3M 58k 144.02
2020-12-31 $3.1M 24k 130.11
2020-09-30 $1.2M 11k 112.45
2020-06-30 $1.2M 11k 106.75
2020-03-31 $1.2M 11k 105.56
2019-12-31 $1.1M 8.4k 128.57

More positions owned by Integer Wealth Advisors Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)

View all positions for Integer Wealth Advisors Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index